401(k) · DOL Form 5500 · 2024

Morley Builders, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
153
Participants Small participant base
80th
Percentile by assets National rank
$240,400
Avg per participant Above avg balance/head
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Official DOL plan name: Morley Builders Employee Savings Plan · Sponsored by Morley Builders, Inc. · California · Construction

$37M in assets, 153 participants

Morley Builders, Inc.'s Morley Builders Employee Savings Plan reported $37M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,112 in Construction (9,039 peers)

Coverage in California

Morley Builders Employee Savings Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $37M.

#7,112
in Construction (9,039 peers)
+13.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Morley Builders Employee Savings Plan's outsized position by total assets

Morley Builders Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,781,171 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Morley Builders Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morley Builders Employee Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morley Builders Employee Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Morley Builders Employee Savings Plan reported participants rose from 144 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Morley Builders Employee Savings Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953920697 · Morley Builders, Inc. PY 2024 · 401(k)

Morley Builders Employee Savings Plan · $37M · 153 · 80th

  • ASSETS $37M
  • ASSETS 153
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Independence Holding Company Retirement Plan
  • ASSETS ind #7112

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in California →

Morley Builders Employee Savings Plan in the asset neighbourhood

Archerpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$37MPer Mar Security and Research Corp. 401(k) PlanPer Mar Security and Researc…$37MMorley Builders Employee Savings PlanMorley Builders Employee Sav…$37MIndependence Holding Company Retirement PlanIndependence Holding Company…$37MUnited Radio, Inc. 401(k) Retirement PlanUnited Radio, Inc. 401(k) Re…$37M
End-of-year total assets ($M) among Morley Builders Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN953920697
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morley Builders, Inc.)

Sponsor-wide plan assets over time

All Morley Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 5.9884699300729025% vs 2022
2024 filing year
$98M$100M$102M$104M$106M$108M 202220232024 $99.8M $106M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 278 $100M
2023 2 264 $104M
2024 2 288 $106M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morley Builders Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Morley Builders Employee Savings Plan, Total assets ($B): 0.036781171 · Participants: 153Morley Builders Employee Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Morley Builders Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morley Builders Employee Savings Plan side-by-side with 3 peers →

Morley Builders Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Independence Holding Company Retirement Plan in CT ($37M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morley Builders Employee Savings Plan assets move in 2024? ▼
Morley Builders Employee Savings Plan grew at a solid clip - up 13.0% during 2024, from $33M to $37M. Reported net income was $4M.
How have Morley Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morley Builders, Inc.'s sponsor-wide assets grew 6.0%, from $100M to $106M.
Where does Morley Builders Employee Savings Plan rank by assets among Form 5500 filers? ▼
Morley Builders Employee Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morley Builders Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independence Holding Company Retirement Plan in CT ($37M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Morley Builders Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953920697.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.